Taxprep for Trusts 2022.3.1

PDF Files Tasks

Once the returns, forms or other documents are printed to one or several PDF files, the Send/View PDF Files dialog box allows you to view, send by e-mail , rename the created PDF files, publish them to CCH iFirm Portal or move them to CCH Document.

Hover the pointer on the PDF file, and Taxprep for Trusts will indicate the location where the file is saved.

Select the files for which you want to perform a task.

Select the task you want to perform on the selected PDF files. Once this task is completed, you will be able to select another task. Click Close to close the dialog box.

Click View to be able to view the selected file content with a program that supports this type of document.

Click Send to create a new e-mail to which the selected PDF files are attached. Use the usual features of your e-mail program to conclude the message and send it.

Click Rename to display the Rename PDF Files dialog box. To rename the selected PDF file, enter the new PDF file name without the .pdf extension in the New Name box, and click Rename to apply the change and rename the next PDF file. To rename the next PDF file without renaming the selected PDF file, click Next.

By clicking Publish to CCH iFirm Portal, you will direct the selected PDF files to CCH iFirm.

Note: It is possible to automatically delete the PDF files after they have been published to the CCH iFirm Portal. To modify this setting, access the CCH iFirm Portal panel, and select the Delete the file(s) after publishing them to CCH iFirm Portal check box.

Click Move to CCH Document to move the selected PDF files to CCH Document On-Premise.

Note: The PDF files will be deleted after they are moved to CCH Document.
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